This recorded walkthrough follows one supplier invoice through Invoice Harbour from start to finish, with The Lookout Way as the care platform and Xero as the finance system. Here is what it shows.
Forward and extract
A supplier invoice, such as a podiatry or gardening bill, is forwarded to the provider's Invoice Harbour inbox. The vendor, invoice number, dates, line items and third-party rates are captured, the Xero account code is assigned, and a clean line item summary is written for the client's statement. The line-item extraction page covers this step.
Full context before approval
The person reviewing sees the client's live Lookout budget balances, Assistive Technology, Home Support and the rest, and the margin on each line next to the invoice itself, rather than in a second system. Client budgets and service margins each have a page.
Purchase order matching
Open purchase orders are pulled from The Lookout Way, the best match is recommended, and any difference in dates or quantities is flagged for review before anyone approves. See purchase order matching.
Publish
One click creates the supplier-generated invoice in The Lookout Way and the ready-to-pay bill, with the PDF attached, in Xero at the same time. No manual entry, no double handling, and a clear trail from invoice to bill. Publishing to both systems explains what lands where.
The walkthrough runs a few minutes. To see it with your own setup, book a demo.
